[ Tebra (... Reviews ](https://www.g2.com/products/tebra-previously-kareo-patientpop/reviews) [ Tebra (... Reviews ](https://www.g2.com/products/tebra-previously-kareo-patientpop/reviews) # Tebra (previously Kareo + PatientPop) Features ##### ## Information Flow (5) Patient Case Management Synchronizes patient information throughout the entire org for up-to-date and consistent patient data/knowledge share. Referrals Management Tracks patient referrals, from before and during delivery of care, to coordinate care across specialties, departments, and facilities. Records Management Mines and collects patient data from EHRs and other patient databases (e.g. provider credentialing) to generate and maintain detailed, centralized patient profiles. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Forms Management Store, manage and track all forms in a centralized location Show More ##### ## Patient Experience (23) Dashboards & Reporting Produces reports and tracks patients based on identifiable segments including demographics, psychographics, high-risk health issues, etc. Team Management Automates administrative operations and facility and staff performance; can provide insights into patient satisfaction. Secure Communications Ensures health care systems are in compliance with industry regulations when communicating with patients no matter what the communication channel. Patient Experience Management Provides organizations with the tools to optimize patient experience efforts Historical Reporting Information, data and reports that are being tracked over time Real-Time Reporting Active reporting of data and metrics Discharge Management Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Admissions Management Handle the registration and admission process for existing and new students Booking Management Create, update, and manage bookings, itineraries, and reservations Calendar Management Track and manage schedules and meetings via an integrated calendar Claims Management Process of submitting and following up on claims with insurance companies Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Workflow Management Create, design and manage workflows for repetitive tasks Email Management Manage, store and organize emails within the system or via third-party apps Contact Management Manage, organize, and store contact information Document Management Store, manage, and track all electronic documents in a centralized location Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Task Management Create, manage and track all task activities and progression Client Management Manage contact details and communication with clients Show More ##### ## Clinical (12) Compliance - Revenue Cycle Management (RCM) Ensures or facilitates the compliance of an overall health care organization to current regulation and standards Software Integrations - Revenue Cycle Management (RCM) Easily integrates with health care IT solutions like EHRs, medical scheduling, and medical billing softwares Task Automation - Revenue Cycle Management (RCM) Automates manual administrative tasks to reduce error ICD-10 Compliance Manage the intricacies of ICD-10 cataloging and ensure clinic compliance Sarbanes-Oxley Compliance Regulations on a company's internal process when dealing with financial reporting Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Workflow Management Create, design and manage workflows for repetitive tasks Financial Management Plan, manage, and track the financial activities of an individual or organization Denial Management Process of investigating, analyzing, and resolving denied insurance claims Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Claims Management Process of submitting and following up on claims with insurance companies Show More ##### ## Financial (8) Billing Automation - Revenue Cycle Management (RCM) Automates manual financial management tasks to reduce error Clearinghouse Integration - Revenue Cycle Management (RCM) Streamlines any communication and data share between provider and clearinghouse Claims Management - Revenue Cycle Management (RCM) Streamlines the processing, scrubbing, and submission of healthcare insurance claims Medical Billing Manage billing and payments for a healthcare provider Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Insurance Eligibility Verification Checking eligibility of patients for different insurance claims EHR/EMR Integration Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems Show More ##### ## Platform (9) User Authorization - HIPAA Compliant Messaging Allows administrators to set up and implement any levels of authorization required to send and receive secure messages Compliant Texting - HIPAA Compliant Messaging Facilitates the receiving and sending of secure and encrypted text messages Compliant Emailing - HIPAA Compliant Messaging Facilitates the receiving and sending of secure and encrypted emails Clinical Communication - HIPAA Compliance Facilitates communication between health care professionals HIPAA Compliance - HIPAA Compliant Messaging Aligns and complies with HIPAA regulation and standards Operating Systems - HIPAA Compliant Messaging Supports desktop, iOS, and Android operating systems Message Lifespan - HIPAA Compliant Messaging Allows the determination and assignment of the lifespan of a delivered message Workflow Enhancement - HIPAA Compliant Messaging Enhances clinical workflows PCI Compliance Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Show More ##### ## Efficiency (4) Claims Data Automation - Healthcare Claims Management Automatically populates data in claim submission fields Electronic Submissions - Healthcare Claims Management Supports electronically uploading and sending of healthcare insurance claims Clearinghouse Integration - Healthcare Claims Management Provides integration or facilitates relationships with clearinghouse(s) Claims Process Workflow - Healthcare Claims Management Provides or facilitates a structured process to support the entire claims lifecycle Show More ##### ## Accuracy (3) Claims Resubmission - Healthcare Claims Management Promptly re-submits denied claims once providers update missing or lacking information Patient Data Security - Healthcare Claims Management Ensures that patient data remains secure and confidential and that only pertinent information is shared Claims Scrubbing - Healthcare Claims Management Digitizes, tracks, and vets submitted health insurance claims to check for errors Show More ##### ## Operations (24) Workflow Optimization - Clinical Documentation Optimize and make efficient clinical workflows EHR Integration - Clinical Documentation Integrate with existing EHRs Clinical Communication - Clinical Documentation Synchronize patient data across the org Transcription Automation - Clinical Documentation Leverage NLP and ML technologies to automate and optimize clinical transcription or translation needs CDI Training - Clinical Documentation Provides training and education regarding clinical documentation improvement (CDI) tactics Clinical Data Exchange - Clinical Documentation Supports and streamlines the viewing and utilizing of patient data and assessments across the org Document Access - Clinical Documentation Provides access to collected patient data Digitization - Clinical Documentation Digitizes paper records Workflow Management Enhances clinical workflows Interoperability Integrates with existing medical practice solutions Digital Intake Forms Provides digitized intake forms both for patient and physician use Engagement Measuring Tracks and measures current and improved levels of patient engagement Patient Satisfaction Management Equips and empowers health systems with touchpoints and strategies to improve overall patient experience and patient satisfaction scores. EHR Integration Integrates with electronic health records/electronic medical records to improve patient record management and enable care coordination. IPC Systems Integration Integrates with interactive patient care (IPC) systems to deliver patient education and key hospital information. Patient Intake Patients can register for appointments in advance online Patient Engagement Allows medical providers to engage patients in a variety of ways to ensure their health. Care Plan Management Manage the treatment plan and coordination between care providers and patients with special health care needs Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Customizable Forms Customize contracts and forms to collect specific information Care Summaries Electronic patient health records EHR-Agnostic Electronic patient health records, including records from multiple doctors Assessment Management Creation, administration, and evaluation of assessments or tests Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Clinical Workflow Management (9) Multiple Medical Provider Access Allows medical professionals from any department to access and update patient health information Ancillary Care Provider Access Allows medical professionals from other health systems access patient health information Meaningful Use Reporting Generates reports that provides insight into the clinical and financial health of a practice, as well as ensures that a practice adheres to Meaningful Use initiatives Clinical Documentation Simplifies charting and patient documentation tasks Mobile Access Access software remotely via mobile devices Historical Reporting Information, data and reports that are being tracked over time For Primary Care Designed for primary care doctors/facilities. For Urgent Care Designed for urgent care/emergency facilities. Clinical Care Any form of examination or diagnosis performed for the purpose of medical treatment. Show More ##### ## Patient Health Information Management (37) ePHI Storage Electronically, securely stores patient records Interoperability Facilitates streamlined sharing of patient data via seamless integration with relevant third-party medical software Patient Workflow Management Tracks and monitors the movement of patients through the health care practice or system Telemedicine Integration Provide integration with third-party telehealth applications Claims Management Process of submitting and following up on claims with insurance companies Documentation Management Manage product specific documents in a categorized order Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Patient Records Management Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Document Management Store, manage, and track all electronic documents in a centralized location Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Medication Management Administer and track medication inventory, schedules, dosage, and side-effects Task Management Create, manage and track all task activities and progression Care Plan Management Manage the treatment plan and coordination between care providers and patients with special health care needs Calendar Management Track and manage schedules and meetings via an integrated calendar Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Prescription Management Prescribing, renewing, and keeping a record of the medicines given to an individual or animal Inventory Management Track and manage inventory levels to maintain proper supply Forms Management Store, manage and track all forms in a centralized location Image Management Support for uploading and retaining image files in the cemetery records database Practice Management Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more Intake Management Activities related to the initial admission of a charge into the organization's care Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Lab Order Management Submit and track requests for laboratory tests Configurable Workflow Configure existing workflows to meet your organization's needs Formulary Management Determine clinically appropriate and cost-effective medications and therapies for patients EMR/EHR Create and securely store digital patient records Clinic Interoperability Securely transfer, access, exchange, integrate or use data with different providers or systems Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Records Management Ability to record, store, update, and retrieve information Template Management Create, save, and re-purpose templates for emails, forms, etc. Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Referral Management Log and store the source of contacts/leads Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process For Pain Management Designed for pain management practices & departments Escalation Management Define a process for transferring calls/tickets to management Queue Management Monitor wait time and abandonment for incoming requests that have not been routed In-Patient Management Care of patients who are admitted and stay in the hospital overnight Show More ##### ## Patient Convenience (7) Tablets and Kiosks Provides integration with a hardware offering to facilitate patient intake process Payment Collection Facilitates the collection of copays and direct payments Form Workflow Guides patients with certain diagnoses through other relevant forms upon completion of initial intake form Patient Check-in Streamlines the check-in workflow and experience Mobile Patient Intake Enables patients to complete intake forms on their personal mobile devices Customizable Forms Customize contracts and forms to collect specific information Data Collection Process of gathering, measuring, and analyzing accurate data Show More ##### ## Administration (8) Patient Data Transfer Streamlines the secure transfer of patient data information from the electronic patient intake form to an existing EHR or other form of patient information database HIPAA Compliance Ensures compliance with HIPAA security and encryption regulation Insurance Credentialing Runs and verifies patients' health care insurance ID Verification Runs and verifies patient information cards Appointment Scheduler Integration Seamlessly integrates with digitized online appointment booking solution E-Signature Captures patients' electronic signatures Insurance Eligibility Verification Checking eligibility of patients for different insurance claims Patient Records Management Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Show More ##### ## Patient-Centered Functions (19) Online Presence Management Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms) Patient Feedback Management Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction Patient Portal Facilitates and enables patient access to their personal health information and data. Patient Communications Streamlines the delivery of messaging between health care professional and patient. Integration with Wearables Integrates with medical devices and wearables to keep track of patients' health outside of appointments and visits. Third-Party Integrations Set up connections to third-party platforms to improve business processes Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Calendar Management Track and manage schedules and meetings via an integrated calendar Patient Records Management Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Intake Management Activities related to the initial admission of a charge into the organization's care Records Management Ability to record, store, update, and retrieve information Claims Management Process of submitting and following up on claims with insurance companies Document Management Store, manage, and track all electronic documents in a centralized location Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Forms Management Store, manage and track all forms in a centralized location Show More ##### ## Operations Management (4) Administrative Processes Simplifies and supports administrative processes like registration, reporting, document management, and inventory. Back Office Processes Simplifies and supports back office processes like billing/finances, scheduling, registration, recordkeeping, and integration or alignment with third-party solutions and/or resources. Workflow Coordination Enables the optimization of all organizational tasks and process through improved workflows, efficient inter- and intra-departmental communication, and coordination of distinct systems. Practice Specialty Support Tailors functionality based on specific nuances of specialty practices. Show More ##### ## Added Efficiencies (50) EMR/EHR Create and securely store digital patient records Compliance Maintains practice compliance around health care mandates and regulatory requirements. Medical Billing Manage billing and payments for a healthcare provider Patient Information Management Tracks and monitors patient demographic information. Medical Billing Manage billing and payments for a healthcare provider Third-Party Integrations Set up connections to third-party platforms to improve business processes Data Integration Combining data from different sources and providing a unified view Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Expense Management Plan, pay and track business related expenses. Claims Management Process of submitting and following up on claims with insurance companies Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Materials Management Process of planning, procuring and controlling material flows along with supplier evaluation and shipping Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Workflow Management Create, design and manage workflows for repetitive tasks Subscription Management Process of managing customer subscription lifecycle for a recurring service or a product Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Employee Management Track employee schedules, availability, and performance across projects and tasks Insurance Management Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Practice Management Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more Care Plan Management Manage the treatment plan and coordination between care providers and patients with special health care needs Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Records Management Ability to record, store, update, and retrieve information Document Management Store, manage, and track all electronic documents in a centralized location Calendar Management Track and manage schedules and meetings via an integrated calendar Assessment Management Creation, administration, and evaluation of assessments or tests Template Management Create, save, and re-purpose templates for emails, forms, etc. Patient Records Management Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Inventory Management Track and manage inventory levels to maintain proper supply Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat EMR/EHR Create and securely store digital patient records Forms Management Store, manage and track all forms in a centralized location Contact Management Manage, organize, and store contact information Accounting Integration Integrate with a third-party accounting system Out-Patient Management Care of patients who do not stay overnight Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Physician Management Track and organize physician schedules and pertinent information Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Task Management Create, manage and track all task activities and progression Policy Management Create, manage, and track policies and procedures within an organization Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue In-Patient Management Care of patients who are admitted and stay in the hospital overnight Lab Information Management Allows you to effectively manage samples and associated data Bed Management The allocation and provision of beds Patient Flow Management Vaccine Management Manage vaccine administration from the time the vaccine arrives at the clinic until it is administered Financial Management Plan, manage, and track the financial activities of an individual or organization Telemedicine Integration Provide integration with third-party telehealth applications Show More ##### ## Technology (4) Telecommunications Utilizes telecommunications technology to provide providers and patients with two-way communication. Low Bandwidth Support Ensures that the telemedicine solutions works even when internet is slow or network is poor. EHR Integration Facilitates the integration between telemedicine platform and existing EHR. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Administration (4) Practice Branding Provides health care organizations with the option to brand their telemedicine platform with practice-specific branding. Practice Specific Supports the needs and requirements of specialty practices. Charting And Documentation Generates or provides practioners with the tools to create clinical documentation post-meeting. Multi-Provider Practice For practices with multiple providers Show More ##### ## Compliance (2) HIPAA Compliance Ensures that the telemedicine platform adheres and complies with HIPAA regulations. State Regulation Compliance Ensures that the telemedicine platform adheres and complies with state-specific telehealth regulations. Show More ##### ## Generative AI (3) AI Text Summarization Condenses long documents or text into a brief summary. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Computer-Assisted Coding - Medical Coding (5) Auto Coding Helps users by suggesting related codes as they type, improving efficiency and accuracy. Codebase Updates Periodically updates the codebase in accordance with updates from health organizations and insurance bodies. Code Lookup Allows users to search for specific medical codes using keywords or phrases related to diseases, conditions, treatments, etc. Error Checking Provides built-in error checking mechanisms to reduce mistakes, omissions, or duplications. AI Assistance Utilizes artifical intelligence to automate coding, flag errors, and eliminate inefficiencies in workflows. Show More ##### ## Admin and Tech Workflows - Medical Coding (3) Compliance Control Ensures compliance with regulatory standards like HIPAA, ICD, etc. Reporting & Auditing Records all actions, helping maintain accountability and transparency in the coding process. EHR Integration Integrates seamlessly with EHR systems to facilitate patient data transfer for coding purposes. Show More ##### ## Agentic AI - EHR (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Medical Billing (1) Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Additional Functionality (554) Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Document Storage Store and organize documents in a centralized system Activity Tracking Track and document all activities across devices, networks, and other systems Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns API Application programming interface that allows for integration with other systems/databases HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Appointment Scheduling Schedule appointments via a calendar Customizable Reports Alter the layout and content of reports Real-Time Updates Receive system updates as soon as any changes are made E-Prescribing Transmit prescriptions to pharmacies electronically Scheduling Plan availability and assign specific time slots for tasks and resources Pharmacy Stock, distribute, and manage billing for drugs Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Data Receive data and information in real time Data Import/Export Import and export data to and from software applications Client Portal Private online space that lets businesses securely share documents and provide information access to clients Real-Time Reporting Active reporting of data and metrics Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Multi-Location Manage and support multiple locations Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Order Entry Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries Access Controls/Permissions Define levels of authorization for access to specific files or systems Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Reminders Timed notification for any upcoming task, deadline, appointment, or activity Project Accounting Manage and track financials on a project-to-project basis Medical Coding Translation of patients' medical files and bills into universal codes required by insurance Payment Processing Accept, record, and reconcile financial transactions Payment Reconciliation Reconcile payments with corresponding invoices or orders for accounting purposes Approval Process Control Manage the process of evaluating documents or requests submitted for approval Revenue Recognition An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks General Ledger Centralized accounting record which tracks all financial transactions Mobile Access Access software remotely via mobile devices Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity For Medical Purposes Intended for medical use such as diagnosis, treatment, and consultation Secure Data Storage Securely stores data to prevent data loss or breaches Financial Reporting Generate reports to assess the financial performance of an organization Accounts Payable Track money owed to a company's creditors/suppliers Accounts Receivable Track outstanding invoices and the money owed from clients Budgeting/Forecasting Create budgets based on historical data and future projections Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Electronic Payments Electronically collect payments for goods or services Patient Scheduling Book and manage patient appointments and follow-ups Live Chat Ability to chat online in real time Patient Engagement Allows medical providers to engage patients in a variety of ways to ensure their health. Physician Scheduling Manage physician availability and schedules Multi-Physician Supports practices with multiple healthcare professionals Patient Portal Online portal where patients can access information such as health records, treatment plants, etc. Telemedicine Meet with patients remotely Insurance Eligibility Verification Checking eligibility of patients for different insurance claims Claims Scrubbing Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate Patient Intake Patients can register for appointments in advance online Clinic Interoperability Securely transfer, access, exchange, integrate or use data with different providers or systems SOAP notes Method of writing out notes in patient's charts (subjective, objective, assessment, and plan) Billing & Invoicing Create, manage, and send invoices or bills to customers Task Scheduling Track and manage the scheduling of tasks Chat/Messaging Communicate using direct chat or messages within the system Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time For Occupational Therapists Designed for the use of occupational therapists Progress Tracking Reporting on how each user, task or process has advanced since its initiation Progress Reports Document and report the progress of ongoing projects Mobile Alerts Notifications via mobile devices Customizable Forms Customize contracts and forms to collect specific information Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Waiting Time Tracking Estimated waiting time in the queue Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Patient Monitoring Observing and tracking a patient's health status, condition, and wellbeing Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Patient Location Tracking Identify patient's location at any given point in time SMS Messaging Send messages via SMS Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Surveys & Feedback Gauge satisfaction and receive information for improvement and success Real-Time Monitoring Active monitoring of systems, applications, or networks Clinical Notes Record and organize clinical notes and progress notes for each patient after interaction with a physician Credit Card Processing Accept and process credit card transactions Growth Charts Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children Scheduled/Automated Reports Set a time to generate routine reports automatically Immunization & Allergy Tracking Manage updates to member's immunization records and track individual allergies Medical History Records Records of patients' medical history Treatment Planning Create treatment plans that document interventions and outcomes to track patient progress Coding Assistance Automatically generates E/M codes based on information collected during patient charting Email Reminders Reminders sent via email Availability Indicator Indication whether a resource is available or protected from allocation For Podiatrists Intended to be used by podiatrists Online Intake Forms Online forms for managing client intake Customizable Fields Customize data fields to support various needs and use cases Imaging and X-rays Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes Calendar Sync Synchronize with other calendars to view mutual availability and schedules Customizable Branding Add customized logos and colors to align with company branding Facility Scheduling Schedule facilities, such as athletic fields, venues, and convention centers based on their availability Referral Tracking Log and store the source of contacts/leads For Speech Therapists Designed for the use of speech therapists Historical Reporting Information, data and reports that are being tracked over time Quality Assurance Systematic evaluation of various aspects of a project or service to prevent defects or issues For Anesthesiologists Software specialized for anesthesiologists Data Collection Process of gathering, measuring, and analyzing accurate data AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Preoperative Modules Store patient data as structured data elements including laboratory tests, patient demographics, patient risk stratification. Generative AI Use AI to generate content in the form of text, images, videos, etc. ICD-10 Compliance Manage the intricacies of ICD-10 cataloging and ensure clinic compliance Intraoperative Charting The manual entry of case events (e.g., case times, drug administrations) and the automatic transcription of data from patient monitors. EHR/EMR Integration Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems Templates Sample files or documents that could be customized as needed or used as is Patient Communications Allow communication between the company and patients via messages, SMS, emails, phone, and more Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Customizable Forms Customize contracts and forms to collect specific information Multi-Location Manage and support multiple locations Voice Recognition Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking API Application programming interface that allows for integration with other systems/databases Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities E-Prescribing Transmit prescriptions to pharmacies electronically Billing & Invoicing Create, manage, and send invoices or bills to customers ONC-ATCB Certified Certified for healthcare IT products based on the results from ONC-ATL Referral Tracking Log and store the source of contacts/leads Claims Scrubbing Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate Electronic Payments Electronically collect payments for goods or services Insurance Eligibility Verification Checking eligibility of patients for different insurance claims Coding Assistance Automatically generates E/M codes based on information collected during patient charting Meaningful Use Certified Standards for electronic health records (EHR) outlining how clinical patient data should be exchanged Live Chat Ability to chat online in real time HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Treatment Planning Create treatment plans that document interventions and outcomes to track patient progress Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Patient Portal Online portal where patients can access information such as health records, treatment plants, etc. For Cardiologists Intended to be used by cardiologists Reminders Timed notification for any upcoming task, deadline, appointment, or activity Customizable Reports Alter the layout and content of reports Appointment Scheduling Schedule appointments via a calendar Third-Party Integrations Set up connections to third-party platforms to improve business processes Monitoring Device Integration Allows medical providers to integrate with remote devices of many kinds in order to monitor patients. Patient Intake Patients can register for appointments in advance online Decision Support Tools that provide relevant information at specific times to support judgments and courses of action Progress Notes Customizable notes that help healthcare professionals document and track patient progress For Dermatologists Software specialized for dermatologists Data Import/Export Import and export data to and from software applications Lab Integration Receive lab results electronically Telemedicine Meet with patients remotely Medical Billing Manage billing and payments for a healthcare provider Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Audit Trail A record of all activities within the system, including user access, changes made, etc. Medication Database Find and verify prescription medications by color, shape or imprint Clinical Notes Record and organize clinical notes and progress notes for each patient after interaction with a physician Handwriting Recognition To scribe and interpret the written words received from online or offline inputs Imaging and X-rays Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Patient Scheduling Book and manage patient appointments and follow-ups Immunization & Allergy Tracking Manage updates to member's immunization records and track individual allergies Order Entry Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries Outcome Assessment Tools Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Initial Assessments Conduct intake assessments to determine patient health status, medical history, conditions, etc. Family History Tracking Track family medical history to diagnose existing/new conditions and diseases. Annotations Highlight content and/or make notations about parts of content Diagnostic Reports Reporting completed by clinicians that summarizes health/medical diagnoses Growth Charts Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children Customizable Tests Create tailored assessments that test for specific relevant skills Patient Engagement Allows medical providers to engage patients in a variety of ways to ensure their health. EDI Transfer of data from one computer system to another For Family Medicine For family practices Medication History Access to patient medication history data For Substance Abuse Therapy For mental health professionals that specialize in substance abuse therapy/programs For Mental/Behavioral Health For mental/behavioral health specialties such as psychiatry, therapy/counseling, substance abuse, etc. Confirmations/Reminders Automated reminders and confirmations for booked appointments and events via text or email Medication Alerts/Warnings Alerts/warnings for potential allergies or interactions triggered by medications Mobile App Access the system via a mobile application Therapy Notes Tools to help therapists document, record, and recall patient encounters Electronic Signature Digitally sign online documents For Group Therapy For mental health professionals providing therapy to multiple patients at the same time For Neurologists Designed for Neurologists Speech Recognition Train your system to interpret and transcribe voice messages Hardware Integration Hardware components included as part of the software system For Obstetrics & Gynecology For obstetrics and gynecology (OB/GYN) practices Diagnostic Imaging Render images of the body for diagnostic and treatment purposes Patient Education Educational and medical resources that are delivered to patients online Patient Questionnaires Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health. Patient Monitoring Observing and tracking a patient's health status, condition, and wellbeing Task Scheduling Track and manage the scheduling of tasks For Ophthalmologists For medical practices that specialize in the diagnosis and treatment of eye disorders SOAP notes Method of writing out notes in patient's charts (subjective, objective, assessment, and plan) 3D Imaging Representation of any object in 3D For Orthopedics Specialized software for Orthopedic practices PACS Integration Ability to integrate with picture archiving and communication system to store diagnostic imaging files. Electronic Prior Authorization Ability to pull patient coverage information electronically to streamline prior authorization requests for medications, therapies, etc. Analytics Tools for the systematic analysis of various types of data or statistics Vitals Tracking Track and measure patient's vitals For Podiatrists Intended to be used by podiatrists Medical History Records Records of patients' medical history Automatic Transcription Use AI to convert voice into text automatically Case Notes Access and track notes regarding case activities and updates within case files Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Access Controls/Permissions Define levels of authorization for access to specific files or systems Third-Party Integration Addition of necessary external data, applications, tools, or features Scheduling Plan availability and assign specific time slots for tasks and resources For Psychiatrists Must serve psychiatrists/psychiatric practices Self Check-In/Check-Out Check-in and out via a mobile device or kiosk Urgent Care Templates Pre-formatted documents and forms for Urgent Care processes. Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Lab Results Laboratory test results Payment Processing Accept, record, and reconcile financial transactions Data Security Protect sensitive data for digital privacy Drug Reference Database Electronic storage of drug information such as name, brand, appearance, etc. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. For Urologists Intended to be used by urologists. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Web-based Deployment SaaS, web-based, online deployment Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Third-Party Integrations Set up connections to third-party platforms to improve business processes Data Import/Export Import and export data to and from software applications Secure Data Storage Securely stores data to prevent data loss or breaches Audit Trail A record of all activities within the system, including user access, changes made, etc. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Vulnerability Scanning Discover patch statuses and vulnerabilities Customizable Reports Alter the layout and content of reports Data Security Protect sensitive data for digital privacy Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Customizable Forms Customize contracts and forms to collect specific information For Healthcare Software designed for the healthcare industry Document Storage Store and organize documents in a centralized system Risk Alerts Notifying as a warning or reminder of a potential or imminent hazard API Application programming interface that allows for integration with other systems/databases Generative AI Use AI to generate content in the form of text, images, videos, etc. HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Activity Tracking Track and document all activities across devices, networks, and other systems Access Controls/Permissions Define levels of authorization for access to specific files or systems Real-Time Reporting Active reporting of data and metrics Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Reminders Timed notification for any upcoming task, deadline, appointment, or activity Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Version Control Track revisions and updates made to files and navigate between different versions Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Risk Analysis Analyze potential risks across the organization Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Claims Tracking Process of tracking new and submitted claims and the status of submitted claims Task Scheduling Track and manage the scheduling of tasks Revenue Recognition An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. Audit Trail A record of all activities within the system, including user access, changes made, etc. Customizable Reports Alter the layout and content of reports Remittance Advice Document insurance payer providing an explanation of benefits (EOB). Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Accounts Receivable Track outstanding invoices and the money owed from clients AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users For Healthcare Software designed for the healthcare industry Payment Collection Tracking, managing, and initiating the transfer of funds for overdue customer payments Dashboard Creation Creation and customization of dashboards Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Data Verification Process of checking different types of data for accuracy to avoid errors or inconsistencies Document Storage Store and organize documents in a centralized system API Application programming interface that allows for integration with other systems/databases Forecasting Form predictions based on past and present data/trends Claims Scrubbing Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Payment Processing Accept, record, and reconcile financial transactions Generative AI Use AI to generate content in the form of text, images, videos, etc. Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Customer History Access previous interactions or concerns to maintain customer relationships Credit Card Processing Accept and process credit card transactions Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Electronic Payments Electronically collect payments for goods or services Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Patient Portal Online portal where patients can access information such as health records, treatment plants, etc. HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Pre-Registration Manage the pre-registration process Patient Intake Patients can register for appointments in advance online Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Reminders Timed notification for any upcoming task, deadline, appointment, or activity Patient Scheduling Book and manage patient appointments and follow-ups Onsite Registration In-person, onsite registration Patient Scheduling Book and manage patient appointments and follow-ups Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Wireless Internet Access Control Control and manage access to wireless networks Photo Capture Capture photos for any type of use case Self Check-In/Check-Out Check-in and out via a mobile device or kiosk QR Codes Matrix barcode that stores information Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Payment Processing Accept, record, and reconcile financial transactions Configuration Management Identify component attributes like servers, hardware, software, and manage relationships across all services AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Interactive Content Allow the audience to interact or engage with the content Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Generative AI Use AI to generate content in the form of text, images, videos, etc. Digital Signage Digital displays use technologies such as LCD, LED, projection and e-paper Multi-Language Manage and support multiple languages Wayfinding Process of understanding one's position in a physical space via planned routes, signs, colors and images Virtual Keyboard On-screen keyboard that can be used without the need for physical keys/keyboard User Session Management Maintain and control user sessions (including session tracking, timeouts and termination) in a web application or system Customizable User Interface Design, modify, and organize how content is displayed on a system interface For Medical Purposes Intended for medical use such as diagnosis, treatment, and consultation HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Timeout Customizable Branding Add customized logos and colors to align with company branding Queue Management Monitor wait time and abandonment for incoming requests that have not been routed Touch Screen Interactivity between software and users by touching areas on the screen of display devices ID Scanning Scan and validate an ID barcode Scheduling Plan availability and assign specific time slots for tasks and resources Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Document Storage Store and organize documents in a centralized system Activity Tracking Track and document all activities across devices, networks, and other systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Billing & Invoicing Create, manage, and send invoices or bills to customers Customizable Fields Customize data fields to support various needs and use cases Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Referral Tracking Log and store the source of contacts/leads Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Marketing Automation Automate workflows and trigger campaigns based on customer actions Reminders Timed notification for any upcoming task, deadline, appointment, or activity Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Mobile Access Access software remotely via mobile devices Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Live Chat Ability to chat online in real time Task Progress Tracking Track the status and progress of tasks Predictive Analytics Predict future data based on historical data sets Task Scheduling Track and manage the scheduling of tasks For Healthcare Software designed for the healthcare industry Multi-Location Manage and support multiple locations Chat/Messaging Communicate using direct chat or messages within the system Customizable Reports Alter the layout and content of reports HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Forecasting Form predictions based on past and present data/trends Patient Education Educational and medical resources that are delivered to patients online Electronic Payments Electronically collect payments for goods or services Multi-Language Manage and support multiple languages Patient Questionnaires Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health. Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Confirmations/Reminders Automated reminders and confirmations for booked appointments and events via text or email Appointment Scheduling Schedule appointments via a calendar Real-Time Data Receive data and information in real time Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Analytics Analyze and gain insights into data in real-time Medication History Access to patient medication history data Online Refills Allows medical providers and/or customers to request previously filled prescriptions online Messaging Communicate using messages within the system Video Conferencing Connect with meeting participants remotely over video Real-Time Monitoring Active monitoring of systems, applications, or networks API Application programming interface that allows for integration with other systems/databases Prescription Renewal Enables medical providers and/or patients to electronically renew existing prescriptions Customizable Branding Add customized logos and colors to align with company branding Historical Reporting Information, data and reports that are being tracked over time Mobile Alerts Notifications via mobile devices Lab Results Laboratory test results Telemedicine Meet with patients remotely One-to-One Messaging Send personal messages to clients or attendees Patient Monitoring Observing and tracking a patient's health status, condition, and wellbeing Health Record Access Gaining access to confidential health documents and information Medical Billing Manage billing and payments for a healthcare provider Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Bill Payment Complete outstanding payments For Medical Purposes Intended for medical use such as diagnosis, treatment, and consultation Electronic Signature Digitally sign online documents Two-Way Audio & Video Presenter can see and hear participants and vice versa Video Consultations Speaking to a doctor or healthcare professional using online video tools Secure Messaging Exchange messages in a secure and encrypted manner Scheduling Plan availability and assign specific time slots for tasks and resources Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Document Storage Store and organize documents in a centralized system Activity Tracking Track and document all activities across devices, networks, and other systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Billing & Invoicing Create, manage, and send invoices or bills to customers Customizable Fields Customize data fields to support various needs and use cases Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Referral Tracking Log and store the source of contacts/leads Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Marketing Automation Automate workflows and trigger campaigns based on customer actions Reminders Timed notification for any upcoming task, deadline, appointment, or activity Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Mobile Access Access software remotely via mobile devices Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Live Chat Ability to chat online in real time Task Progress Tracking Track the status and progress of tasks Predictive Analytics Predict future data based on historical data sets Task Scheduling Track and manage the scheduling of tasks For Healthcare Software designed for the healthcare industry Multi-Location Manage and support multiple locations Chat/Messaging Communicate using direct chat or messages within the system Customizable Reports Alter the layout and content of reports HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Forecasting Form predictions based on past and present data/trends Client Portal Private online space that lets businesses securely share documents and provide information access to clients Mobile Alerts Notifications via mobile devices Customizable Forms Customize contracts and forms to collect specific information Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Waiting Time Tracking Estimated waiting time in the queue Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Patient Monitoring Observing and tracking a patient's health status, condition, and wellbeing Patient Intake Patients can register for appointments in advance online Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Patient Location Tracking Identify patient's location at any given point in time SMS Messaging Send messages via SMS API Application programming interface that allows for integration with other systems/databases Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Electronic Payments Electronically collect payments for goods or services Surveys & Feedback Gauge satisfaction and receive information for improvement and success Real-Time Monitoring Active monitoring of systems, applications, or networks Patient Scheduling Book and manage patient appointments and follow-ups Generative AI Use AI to generate content in the form of text, images, videos, etc. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Document Storage Store and organize documents in a centralized system Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Compliance Management Track and manage adherence to policies for any service, product, process, or supplier For Medical Purposes Intended for medical use such as diagnosis, treatment, and consultation Appointment Scheduling Schedule appointments via a calendar Softphone Use your computer as a phone device to make calls over the internet Chat/Messaging Communicate using direct chat or messages within the system Reminders Timed notification for any upcoming task, deadline, appointment, or activity Records Management Ability to record, store, update, and retrieve information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Secure Data Storage Securely stores data to prevent data loss or breaches Remote Treatment Planning Remotely create and access treatment plans tailored to individual patients based on symptoms Surveys & Feedback Gauge satisfaction and receive information for improvement and success Customizable Forms Customize contracts and forms to collect specific information Video Conferencing Connect with meeting participants remotely over video Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Multi-Location Manage and support multiple locations Mobile Alerts Notifications via mobile devices Practice Management Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more Billing & Invoicing Create, manage, and send invoices or bills to customers Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases Email Reminders Reminders sent via email Confirmations/Reminders Automated reminders and confirmations for booked appointments and events via text or email Online Forms Create new forms and/or use ready-made online form templates Claims Management Process of submitting and following up on claims with insurance companies File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Electronic Payments Electronically collect payments for goods or services Calendar Management Track and manage schedules and meetings via an integrated calendar Payment Processing Accept, record, and reconcile financial transactions One-to-One Messaging Send personal messages to clients or attendees HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Live Chat Ability to chat online in real time Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Client Portal Private online space that lets businesses securely share documents and provide information access to clients Medical Billing Manage billing and payments for a healthcare provider Workflow Management Create, design and manage workflows for repetitive tasks Scheduling Plan availability and assign specific time slots for tasks and resources Virtual Waiting Room Monitor wait time and abandonment for incoming requests that have not been routed Mobile Access Access software remotely via mobile devices E-Prescribing Transmit prescriptions to pharmacies electronically Two-Way Audio & Video Presenter can see and hear participants and vice versa Document Management Store, manage, and track all electronic documents in a centralized location Workflow Management Create, design and manage workflows for repetitive tasks Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Practice Management Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more Secure Data Storage Securely stores data to prevent data loss or breaches Customizable Dashboard Alter the layout and content of dashboards Generative AI Use AI to generate content in the form of text, images, videos, etc. Scheduling Plan availability and assign specific time slots for tasks and resources Invoice History Store and view prior invoices for each account/client HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Electronic Payments Electronically collect payments for goods or services Online Intake Forms Online forms for managing client intake Dunning Management Process of automatically notifying clients when payments fail to ensure invoices are paid Records Management Ability to record, store, update, and retrieve information Reminders Timed notification for any upcoming task, deadline, appointment, or activity Credit Card Processing Accept and process credit card transactions Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Document Management Store, manage, and track all electronic documents in a centralized location E-Prescribing Transmit prescriptions to pharmacies electronically Remittance Advice Document insurance payer providing an explanation of benefits (EOB). PACS Integration Ability to integrate with picture archiving and communication system to store diagnostic imaging files. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Historical Reporting Information, data and reports that are being tracked over time Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Billing & Invoicing Create, manage, and send invoices or bills to customers Claims Management Process of submitting and following up on claims with insurance companies Data Import/Export Import and export data to and from software applications Live Chat Ability to chat online in real time Code & Charge Entry Assigning monetary value to patients' accounts as per medical codes and appropriate fee schedule Financial Management Plan, manage, and track the financial activities of an individual or organization Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Claims Scrubbing Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate Quotes/Estimates Generate quotes or estimates for customers Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Reports Alter the layout and content of reports API Application programming interface that allows for integration with other systems/databases Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Real-Time Reporting Active reporting of data and metrics Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Insurance Eligibility Verification Checking eligibility of patients for different insurance claims Real-Time Data Receive data and information in real time Forms Management Store, manage and track all forms in a centralized location AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Multi-Location Manage and support multiple locations Payment Collection Tracking, managing, and initiating the transfer of funds for overdue customer payments Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Calendar Management Track and manage schedules and meetings via an integrated calendar Patient Records Management Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Pre-Appointment Screening Questionnaire for clients to answer prior to attending appointments. EMR/EHR Create and securely store digital patient records Calendar Management Track and manage schedules and meetings via an integrated calendar Third-Party Integrations Set up connections to third-party platforms to improve business processes SMS Messaging Send messages via SMS Customizable Branding Add customized logos and colors to align with company branding Broadcast Messaging Notify large groups of people simultaneously about important updates. Commenting/Notes Leave comments and notes on documents for others to view Cancellation Management Allow customers to cancel their subscription remotely. Room Scheduling Reserving a room for meeting in an office or co-working space Billing & Invoicing Create, manage, and send invoices or bills to customers Email Marketing Create and send email blasts/campaigns Faculty/Staff Management Track and manage staff profiles, recruitment, schedules, productivity, career development and performance Recurring Appointments Schedule repeating appointments based on a duration of time AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Multiple Appointment Types The ability to choose between different appointments in a selection. API Application programming interface that allows for integration with other systems/databases Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges No-Show Tracking Track and monitor patient no-show rates Patient Portal Online portal where patients can access information such as health records, treatment plants, etc. Multi-Physician Supports practices with multiple healthcare professionals Payment Processing Accept, record, and reconcile financial transactions Wait List Management Record, update and manage waiting lists Electronic Signature Digitally sign online documents Task Management Create, manage and track all task activities and progression Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Patient Communications Allow communication between the company and patients via messages, SMS, emails, phone, and more HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Prescription Renewal Enables medical providers and/or patients to electronically renew existing prescriptions Patient Questionnaires Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health. Insurance Eligibility Verification Checking eligibility of patients for different insurance claims Patient Intake Patients can register for appointments in advance online Multi-Location Manage and support multiple locations Virtual Meetings Connect in virtual environment through the internet with webcams/microphones by computer/phones/tablets. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Check-in/Check-out Track the status of assets and whether they're checked in or out Mobile Access Access software remotely via mobile devices Generative AI Use AI to generate content in the form of text, images, videos, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Online Scheduling Track and organize online shifts Show More ## Top-Rated Alternatives [ ![WebPT](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f5bcd08a28f327ee4a99dfcc3baed7cd/webpt.png "WebPT") WebPT 4.4/5(162) ](https://www.g2.com/products/webpt/reviews) [ ![NextGen Healthcare EHR](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_83e32754048cef46ee56b61e606f6c13/nextgen-healthcare-ehr.png "NextGen Healthcare EHR") NextGen Healthcare EHR 3.7/5(175) ](https://www.g2.com/products/nextgen-healthcare-ehr/reviews) [ ![DrChrono by EverHealth.](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_4c59e9b88643479dd7b106f010aec749/drchrono-by-everhealth.png "DrChrono by EverHealth.") 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